MWS Capital Consultants LLC

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Assets, Funds, Holdings

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MWS Capital Consultants LLC
CRD #125061
SEC #801-123695
CIK #
AUM 193.7 M (2026-02-18)
Employees 3 (100% Investors, 0% Brokers)
Phone773-412-4302
Address750 North State Street
Chicago, IL 60654
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
200160120804002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 65 15.9
(b) Individuals (high net worth individuals) 59 152.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 12 14.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 10.7
(n) Other 0 0.0
Total 449 193.7
By Discretionary
Discretionary 360 185.9
Non-Discretionary 89 7.8
Total 449 193.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 193.7
Total 449 193.7
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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